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Bank of America jobs in McKinney, TX - 1757 jobs

  • Community Lending Officer - Greenville and Exchange

    Bank of America 4.7company rating

    Bank of America job in Allen, TX

    Allen, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Originates loans from multiple internal and external referral sources + Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers + Achieves production goals as defined by the business + Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities + Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements + Conducts monthly Home Buyer Workshops and Business Development meetings **Required Qualifications:** + 2+ years of experience in loan originations and/or home buyer education + Knowledge of conventional and/or government guidelines as well as affordable mortgage products and programs + Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending + Ability to organize and deliver Home Buyer Workshop presentations + Strong written and verbal communications skills + Self-motivated and highly organized + Ability to prioritize multiple competing tasks **Desired Qualifications:** + Familiar with FHA and HUD guidelines + Knowledge of community housing counseling agencies + Knowledge of local competition product offerings and real estate market dynamics + Strong computer skills, including Microsoft applications and previous experience using laptop technology for client communication purposes including accessing rate, credit and loan status information + Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously + Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences + Ability to analyze and comprehend complex financial data and provide appropriate financial solutions + Professional and effective interpersonal skills **Skills:** + Client Management + Customer and Client Focus + Loan Structuring + Oral Communications + Referral Management + Credit Documentation Requirements + Learning Delivery + Presentation Skills + Prospecting + Written Communications + Active Listening + Business Development + Credit and Risk Assessment + Data Collection and Entry + Pipeline Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $71k-106k yearly est. 4d ago
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  • Consumer AML Ops - KYC Contact Center Bilingual Phone Agent

    Bank of America Corporation 4.7company rating

    Bank of America Corporation job in Addison, TX

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! : This job is responsible for conducting routine analysis, research, and investigations in diversified compliance operations aligned to the bank's Financial Crimes Enterprise Policy and the Financial Crimes Global Standard. Key responsibilities include executing against regulatory requirements and economic sanctions compliance practices, understanding and anticipating inherent risks to the business, and building and maintaining business relationships. Line of Business Job Description: Global Operations, Anti Money Laundering (AML) is responsible for completing Refresh Activities such as Know Your Customer (KYC) and Client Due Diligence (CDD) checks for all clients that do business with the Bank. Refresh Teams are responsible to collect and maintain client documents to ensure activities are executed in alignment with Laws, Rules, Regulation, and Bank Policies. Responsibilities: * Delivers and maintains a commitment to high customer service excellence utilizing relationship-building and problem-resolution skills in a call center environment. * Exceeds monthly efficiency objectives and maintains high call quality standards. * Required to navigate and use various internal systems to research, review, update and confirm customer profile details during conversation (inbound or outbound calls) with customer. * Ensures complete and efficient customer interactions by taking ownership to proactively identify opportunities to enhance customer experience. * Interprets and analyzes information gathered from numerous applications and third party sources and identifies issues that prompt further inquiry * Identifies and analyzes problems related to product lines or functions and develops and implements process improvements to address and resolve issues * Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and external clients * Performs day-to-day activities aligned to the team's common goals, strategy, and metrics and works on improving capabilities through learning and development * Supports special projects that represent significant risk exposure and identifies and escalates risks accordingly with a sense of urgency * Provides quality assurance review and testing on operating key controls REQUIRED QUALIFICATIONS: * Bilingual- Spanish required * Minimum of 1 year customer service experience in call center environment, preferably in the Banking/Financial industry * Ability to tactfully handle customer concerns * Ability to work within the operating hours and days for this position as outlined in the posted job requisition as well as overtime as needed * Excellent verbal and interpersonal communication skills Skills: * Adaptability * Analytical Thinking * Critical Thinking * Data Collection and Entry * Data Quality Management * Collaboration * Decision Making * Interpret Relevant Laws, Rules, and Regulations * Problem Solving * Research Analysis * Customer and Client Focus * Innovative Thinking * Oral Communications * Prioritization * Quality Assurance Shift: 1st shift (United States of America) Hours Per Week: 40
    $32k-37k yearly est. 2d ago
  • VP, Private Wealth Investment Strategist

    Jpmorgan Chase & Co 4.8company rating

    Dallas, TX job

    A leading financial institution in Dallas is seeking an experienced Investment Specialist to drive client engagement and deliver tailored investment solutions. The ideal candidate will hold a Bachelor's degree, possess Series 7, 66, and Insurance licenses, and have over seven years in Private Banking or Financial Services. The role includes conducting investment reviews, developing investment strategies, and supporting sales efforts in a collaborative environment. #J-18808-Ljbffr
    $113k-167k yearly est. 3d ago
  • Private Banker, MD - Wealth Strategy & Growth

    Jpmorgan Chase & Co 4.8company rating

    Dallas, TX job

    A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment. #J-18808-Ljbffr
    $58k-118k yearly est. 2d ago
  • Director, Client Development

    Capital One Financial Corporation 4.7company rating

    Plano, TX job

    Lead and develop a team of learning consultants to deliver innovative learning solutions that will advance skills and expertise of associates. Build strong relationships and consult with business leaders, HR partners, and L&D teammates to deliver lea Director, Development, Client, Project Management, Leadership, Banking
    $66k-93k yearly est. 2d ago
  • Private Client Advisor II

    Bank of America 4.7company rating

    Bank of America job in Dallas, TX

    Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************** **:** This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs. Retention of clients is also critical to the Private Client Advisor role. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs. Retention of clients is also critical to the Private Client Advisor role. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: - Leads the CMP (client management process) within the client team to identify new business development opportunities - Sources new clients in alignment with established risk appetite - Leads the client team to deliver meaningful interactions and a branded client experience - Develops an in-depth understanding of clients' needs, preferences and overall wealth strategy; being responsive to changes in the business environment and/or with client needs - Advocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring, credit facilities, banking and asset management - Encourages use and adoption of digital capabilities to enhance the client and client team experience - Builds relationships with internal and external partners and centers of influence Required skills: - 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree - Responsible for driving new business development for target client segment ($3MM++ investable assets) - Present to clients a holistic approach, leveraging the entire Private Bank platform - A high touch, client-focused individual with exceptional interpersonal skills - A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client - Ability to influence; proactively asks for and closes business - Solutions oriented; sales and financial aptitude a must - Must be a skilled negotiator - Ability to work and identify the need for team specialists; collaborate closely with other team members - Takes on a leadership role on the team and within the business community - Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date) Desired skills: - MBA or Post-Graduate Degree preferred - CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills Used in this Role: - Business development - Prospecting and Qualification - Oral Communication - Investment Products and Solutions - Client team management - Influencing - Consulting - Problem Solving - Investment Products and Solutions - Advisory Sales - Pipeline management - Active Listening - Collaboration - Transitioning client conversations **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $57k-81k yearly est. 2d ago
  • U.S. Private Bank - Private Banker - Managing Director

    Jpmorgan Chase & Co 4.8company rating

    Dallas, TX job

    Job Information Job Identification 210700344 Business Unit Asset & Wealth Management Posting Date 01/09/2026, 08:59 PM Job Schedule Full time Job Shift Day Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr
    $147k-243k yearly est. 2d ago
  • QA Lead / Manager - Merchant Business Software Suite (MBSS)

    Bank of America 4.7company rating

    Bank of America job in Addison, TX

    Kennesaw, Georgia;Chandler, Arizona; Charlotte, North Carolina; Addison, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for building and leading a team to deliver technology products and services that meet business outcomes. Key responsibilities include developing a technology strategy, ensuring technology solutions comply with applicable standards, promoting design, engineering, and organizational practices, and advocating and advancing modern, Agile solution delivery practices. Job expectations may include coaching, mentoring, providing feedback and hands on career development, identifying emerging talent, fostering leadership skills, and managing stakeholders. We are seeking an experienced QA Lead/Manager to lead quality assurance efforts for the Merchant Business Software Suite, supporting mobile and payment system initiatives. The ideal candidate will have a deep understanding of merchant payment flows, mobile and POS systems, and the technologies that support them. This role requires both strategic leadership and hands-on QA expertise. **Responsibilities:** + Builds and manages teams by performing financial activities to inform workforce strategy and hiring practices, setting and tracking maturity and quality objectives, and training employees/teams to address feedback and achieve quality and performance objectives + Facilitates performance and career development of employees/teams through performance reviews, coaching, and creating development plans that are needed to build competencies and skills + Manages solution delivery and application performance in production (app health, resiliency, performance, security, enterprise data management standards, audit exams and reviews), ensuring all relevant risk, financial, and compliance policies are met + Manages relationships with business and technology partners and leads and creates followership in Communities of Practice in the organization + Contributes to the technology strategy for their technical domain + Creates an inclusive and healthy working environment and helps to resolve organizational impediments/blockers + Ensures that execution is aligned with product strategy by working with product management and other stakeholders **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Required Qualifications:** + 10+ years of experience managing QA functions within payments, merchant services, or financial systems. + Strong understanding of **POS environments** , merchant transaction flows, and payment system integrations. + Hands‑on experience testing **mobile applications** (Flutter experience preferred). + Proficiency with **API testing** and familiarity with **ASP.NET** application architectures. + Expertise with test automation frameworks and tools such as **Playwright** , **Selenium** , or equivalent. + Demonstrated experience building and maintaining automated UI test suites. + Excellent analytical, problem‑solving, communication, and stakeholder‑management skills. + Proven success leading QA teams through planning, execution, and delivery of complex technology initiatives. **Desired Qualifications:** + Experience in financial services, payments, or fintech industry. + Familiarity with CI/CD pipelines and test integration tools. + Exposure to Agile development processes and project management tools (e.g., Jira, Confluence). **Skills:** + Influence + Risk Management + Solution Design + Stakeholder Management + Technical Strategy Development + Analytical Thinking + Application Development + Collaboration + Result Orientation + Solution Delivery Process + Agile Practices + Architecture + Automation + Data Management + DevOps Practices **Minimum Education Requirement:** Bachelor's degree or equivalent work experience. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $104k-126k yearly est. 2d ago
  • Program Lead

    Bank of America 4.7company rating

    Bank of America job in Plano, TX

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for supporting programs and projects specific to corporate change initiatives that impact how the bank does business, provides a product or service, or executes a function. Key responsibilities include assisting department managers with critical change initiatives and communicating, influencing, and negotiating both vertically and horizontally to obtain or leverage necessary resources. Job expectations include delivering regulatory and executive material and ensuring results align to program strategy, simplification, and new capabilities. Responsibilities: Assists with defining program controls, processes, procedures, reporting cadence, decision governance structures, and ways of working with key stakeholders Partners closely with project sponsors, cross-functional teams, and assigned project managers to develop the scope, deliverables, required resources, work plan, budget, and timing for new change initiatives Supports the execution of defined tasks through tracking of program milestones and their statuses, developing program plans, and measuring progress against ongoing key performance indicators Analyzes, evaluates, and overcomes program risks and produces program reports for managers and stakeholders Identifies key requirements for cross-functional teams and external vendors to perform in alignment with the program objectives Works with other program managers to identify risks and opportunities across multiple projects within the department, leading them to negotiate decision making for efficient and effective resolution Meets with stakeholders to provide transparency into project issues and decisions on services, builds positive relationships, asks questions, and uses tools to uncover root causes to challenges, identify opportunities, and make recommendations Desired Skills: At least 5-7 years of experience with relevant roles in operations, change technology or event management Ability to gather and synthesize information on operations and processes Experience with process improvement frameworks and change management processes Expert organizational skills to document, archive and track deliverables and timelines Proven ability to work productively and independently as part of cross-functional teams Excellent verbal and written communication skills, including ability to succinctly summarize complex problem statements, fit for respective audience Strong analytical and problem-solving skills Master skills in Microsoft Excel and PowerPoint Experience working in and/or partnering with Global Operations and/or Global Technology Ability to identify opportunities to add value beyond specific requests Skills: Process Design Program Management Project Management Reporting Strategy Planning and Development Issue Management Oral Communications Presentation Skills Prioritization Problem Solving Performance Management Process Performance Management Process Simplification Risk Management Workforce Planning Shift: 1st shift (United States of America) Hours Per Week: 40
    $107k-136k yearly est. Auto-Apply 60d+ ago
  • Technology Services Lead

    Bank of America 4.7company rating

    Bank of America job in Plano, TX

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for managing the day-to-day activities and functions for the assigned team. Key responsibilities include delegating work to team members, supervising work processes, providing informal leadership of sub teams or technology silos, managing on call and support schedules, and providing leadership, mentorship, and direction to team members. Job expectations include solving complex technical and analytical issues and effectively communicating results to senior management and Line of Business partners. Responsibilities: Provide Application Production Support services for various Real Estate and GHR applications. Closely collaborate with global support teams as well as with development and business partners. Ensure risk, financial, and compliance polices and standards relevant to the role are met. Manage relationships with senior business and technology partners. Sets KPI's for the team to follow. Makes decisions about technology that will increase or deliver business values. Ability to identify solutions for complex problems in infrastructure and application technologies to improve production stability. Extensive experience with providing hands-on production support Very good understanding of Incident, Service Request, Problem and Change Management lifecycles Required Qualifications Experienced with various operating systems and their applications : Minimum 5 years experience in Linux/Unix, windows Extensive hands-on experience with various database management systems Minimum 5 years experience in :SQL/PLSQL and Oracle Hands on Experience on ITIL standards which includes Service Strategy, Service Design, Service Transition, Service Operation. Microsoft office Minimum 5 years experience in Leveraging SharePoint handling tools which include Central administration, online admin center and power shell scripts. Expert analytical expertise and problem solving proficiency Skilled in Autosys ( Automation Tool) and its components. Skills: Architecture Innovative Thinking Result Orientation Stakeholder Management Adaptability Automation DevOps Practices Project Management Solution Delivery Process Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Jersey City - 101 Hudson St - 101 Hudson (NJ2101) Pay and benefits information Pay range$90,900.00 - $157,900.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $90.9k-157.9k yearly Auto-Apply 60d+ ago
  • Merrill Lending Solutions Advisor II

    Bank of America 4.7company rating

    Bank of America job in Dallas, TX

    Dallas, Texas;Seattle, Washington; Los Angeles, California; Houston, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************** **:** The Merrill Lending Solutions Advisor is a client- and advisor-facing role focused on driving adoption of lending solutions across Merrill Wealth Management. Lending Solutions Advisor are embedded within the business to lead targeted business development efforts, primarily with Private Wealth Advisors and Merrill Financial Advisors with a concentrated focus on Ultra High Net Worth (UHNW) clients. They serve as the first point of contact for early-stage lending conversations and partner closely with GWIM Credit Advisors to deliver a seamless advisor and client experience, from opportunity identification through deal structuring and execution. **Job Description:** Responsible for directing and managing credit activities for a group of Private Wealth Management geographic markets including underwriting, risk analysis, approval, and monitoring credit quality for their area. Covers a credit and derivative portfolio that will generally be greater than $5Bn.; responsible for evaluating all credit exposure within the assigned region or territory; talent nurture and development is a key responsibility. Exercises significant joinder credit approval authority, approving and providing expertise on highly complex transactions within markets supported. Balancing risk management goals with the growth and profitability objectives of the groups supported. **Responsibilities:** **Drive growth by increasing advisor engagement and UHNW household penetration through education, opportunity identification, and early-stage client engagement** **Conduct book reviews and one-on-one advisor education sessions to uncover lending opportunities** **Lead initial client/prospect calls to discuss lending capabilities and gather financial information** **Pre-screen custom lending opportunities for alignment with GWIM lending guidelines and risk policy** **Prepare high-level deal memos and coordinate on potential opportunities with Credit Advisors** **Serve as advisor contact for key moments and escalations, as needed** **Present and participate in Division, Market, and office-level meetings, lending panels, roadshows, and client events** **Partner on deal structure, terms, and pricing with Credit Advisors (Credit Advisors retain pricing and approval authority)** **Stay current on lending solutions, risk policy, regulatory changes, and industry standards** **Identify incremental lending opportunities through renewals and loan modifications** **Contribute to Merrill Lending Solutions Group strategy, including product innovation and lending practice improvements** **Required Qualifications** : **12+ years of experience in wealth management, commercial lending, or credit advisory roles** **Strong interpersonal and communication skills, with ability to build trust and credibility with advisors and leadership** **Proven ability to educate and influence financial advisors on complex lending solutions** **Strong understanding of UHNW client needs and custom credit structuring** **Ability to manage multiple opportunities and deliver a high-quality advisor and client experience** **Familiarity with credit policy, risk management, and regulatory frameworks** + FINRA licenses: SIE, 7, 63 & 65 or 66, required **Desired Qualifications:** **Bachelor's degree preferred** **Experience structuring loans secured by commercial real estate, marketable securities, hedge funds, artwork, or other non-traditional collateral** **Skills in business development, relationship management, client engagement, and strategic thinking Skills Required: Skills:** **Business Development** **Client Management** **Loan Structuring** **Relationship Building** **Active Listening** **Credit Analysis** **Presentation Skills** **Collaboration** **Strategic Thinking** **Pipeline Management** **Problem Solving** **Sales Strategy** **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $87k-125k yearly est. 14d ago
  • Business Development Rep II - Payments - Senior Associate

    Jpmorganchase 4.8company rating

    Plano, TX job

    You are a strategic thinker, passionate about delivering solutions to clients, and have experience in business development within Payments. You have found the right team. As a Business Development Representative II in the Proactive Sales channel you will be working in a fast-paced environment and will be responsible for meeting monthly and annual production goals by selling a suite of Merchant Services products and services to our current and prospective clients via multiple ways of communication. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JPMorgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. Job Responsibilities Cultivate new business opportunities from inbound generated lead sources, partner referrals, and marketing programs Will also identify and self-source client opportunities through building and utilizing referral networks and centers of influence to independently identify and pursue potential new business clients. Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase Executing a short sales cycle with small to mid-size clients along with building relationships with longer sales cycle large complex merchants Communicating both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs and propose solutions from our payment solution portfolio Regularly conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model Completes analysis to competitively identify and price Chase products and services for profitability. Maintains detailed and accurate electronic sales records and prepares sales reports as required Negotiates leveraging customized pricing models with clients to close business Works with internal partners to ensure successful implementation, product ramp-up Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations Required qualifications, capabilities, and skills Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts Excellent communication skills both verbally and in writing with individuals at all levels, internally and externally. Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply Ability to balance needs of clients with associated risks and interests of the firm. Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives and follow through with commitments
    $82k-110k yearly est. Auto-Apply 17d ago
  • Document Administrator III - Syndicated & Corporate Lending

    Bank of America 4.7company rating

    Bank of America job in Plano, TX

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! : This job is responsible for preparing and reviewing documentation in accordance with the bank's policies and procedures to facilitate closings with the client and ensure lien perfection. Key responsibilities include working on highly complex documentation, supporting Loan Administrators with their primary responsibilities, and assisting the Market Leader in directing workflow and performing quality assurance. Job expectations include working with company vendors, legal counsel, line partners, and clients to ensure world class documentation accuracy. Line of Business Job Description: Syndicated and Corporate Lending Document Administrators lead the pre-closing and closing process for Corporate and Commercial lending units, including Syndicated, Participation-Bought and Direct Credit Facilities. Acting as the loan closer, the Document Administrator is responsible independently reviewing the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Additionally, the loan closer manages the incoming and outgoing payments required from the Borrower and Lenders and books the new commitment, amendment, or restructure updates in the Loan IQ system of record. This role works closely with Client Manager, Credit and Portfolio Officers, Agency Management, Internal and External Legal Counsel and many internal operational support units to ensure seamless execution of transaction. Document Administrators demonstrate time schedule flexibility to accommodate deal closing requirements. Responsibilities: Ensures that loan documentation and lien perfection meets bank policies and procedures and that work products are delivered in an accurately and timely manner Leads documentation, due diligence and collateral perfection, and monitoring of loan documentation for a specific market segment Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding Works closely with Client Managers, Credit and Portfolio Officers, agency management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions Required Qualifications: 2+ years of experience with commercial lending Familiarity with commercial credit or commercial loan terminology Experience with reading, interpreting, and analyzing complex legal documentation such as credit agreements, and amendments Highly organized, proactive, and able to plan, prioritize and manage deliverables Strong written and verbal communication skills; able to target messaging to different audiences Effective problem-solving skills Proficient computer skills, including Windows, Excel, Word, and Outlook Can work independently while balancing early escalation to ensure seamless closing Adapts well to a quickly evolving environment Desired Qualifications: Syndicated loan experience Finance, accounting, or mathematical background Experience with LoanIQ Bachelor's degree or equivalent loan administration experience Skills: Attention to Detail Business Acumen Customer and Client Focus Due Diligence Prioritization Adaptability Data Collection and Entry Oral Communications Research Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $78k-112k yearly est. Auto-Apply 8d ago
  • Operations Engineering Support Specialist

    Bank of America 4.7company rating

    Bank of America job in Plano, TX

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for being the first point of contact for requests or service failure incidents and maintaining stability for a portfolio of applications. Key responsibilities include performing initial investigations, mitigating impacts through routines and engaging in triages, responding to user requests, and working with technology teams to identify, troubleshoot, and resolve issues. Job expectations include following well defined Standard Operating Procedures (SOPs) and partnering with experts to improve service levels by proposing changes to monitoring, alerting, and configuration. Overview: Engineering Ops L1 Support Specialist provides first-level support for test environments used in integrated testing of applications. This role ensures smooth operation of test environments, monitors stability and escalates issues to higher-level support when necessary. Responsibilities: Monitors and supports application components and related infrastructure, acts as the first point of contact for users, and responds to alerts regarding potential production incidents Interprets and monitors dashboards, tools, and reports in order to proactively identify and address potential issues prior to production impact, escalating issues to senior team members or subject matter experts as needed Performs environment routing and cycling, implements splash pages, and conducts user ID administration access provisioning/deprovisioning (additions, modifications, deletions) for applications Works with technical partners to generate status updates, create technical detail for awareness communications, such as infrastructure, application and client impact, and component points of failure, and schedules follow up meetings Partners with change and release teams to support implementations and proactively identify potential issues resulting from changes Tracks incidents and requests in a defined system, executes procedures reliably, fulfills requests from business users and operations, and escalates issues as needed to solve incidents quickly Keeps operational procedures updated and provides data that adheres to documentation requirements and audits Environment Monitoring & Maintenance Perform routine health checks and basic troubleshooting Critical/High priority defect handling Act as the first point of contact for environment-related issues Log, categorize, and resolve critical/High-priority defects Escalate complex issues to next level of supports and SMEs Document and Reporting Maintain accurate records of defects, resolutions and possible postmortem Provide daily/weekly status updates on environment health Define and stand-up new service capability Define the services and capabilities Document marketing points for the services with values Collaboration Collaborate with cross-functional and multi-location teams to resolve complex issues. Required Skills: 2-5+ years of relevant work experience in IT support, QA support or environment management Application Development or Support Experience Strong analytical, triage and issue resolution skills Excellent communication and teamwork abilities. Customer-service mindset Ability to work in cross functional and multi-location teams. Experience/Ability with working in complex, highly integrated, fast paced and high-volume environment Ability coordinates multiple troubleshooting calls Ability to generate daily useful Metrics and email reporting Ability to learn and adapt quickly with application and technology changes May be required to work in shifts Experience with the following technical skills: Excel, Jira, PowerPoint, Kanban SDLC methodologies Linux/Unix Commands and Shell Scripting RDBMS and SQL experience in MS SQL Server Desired Skills: Financial Industry Experience Strong understanding of SDLC concepts Familiarity with automation scripts using PowerShell Ideal Candidate Profile: A proactive, detail-oriented professional with strong technical acumen and the ability to work effectively in complex, high-volume environments. The candidate should demonstrate adaptability, collaboration, and a commitment to continuous learning. Skills: Adaptability Analytical Thinking Influence Production Support Risk Management Automation Collaboration Result Orientation Solution Delivery Process Solution Design Business Acumen DevOps Practices Innovative Thinking Project Management Stakeholder Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Pennington - 1300 American Blvd - Hopewell Bldg 3 (NJ2130) Pay and benefits information Pay range$80,700.00 - $128,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $80.7k-128.3k yearly Auto-Apply 44d ago
  • Merchant Risk Credit Strategy - Associate

    Jpmorganchase 4.8company rating

    Plano, TX job

    Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. Join our team as a Merchant Risk Credit Strategy Associate, where you will support project management and strategic initiatives within the Merchant Services credit risk function by coordinating key projects, driving process improvements, and collaborating with cross-functional teams to achieve business objectives. You will track progress, manage risks, and communicate outcomes to stakeholders, helping to ensure alignment with organizational goals. You will also facilitate change management and the successful adoption of new strategies and processes. Job Responsibilities Lead and coordinate credit risk projects, ensuring timely execution and achievement of objectives. Drive strategic initiatives focused on process improvement, risk mitigation, and aligning with broader credit risk efforts. Collaborate with internal partners to align project goals with business priorities and requirements. Monitor project milestones, identify risks, and implement mitigation plans to ensure successful outcomes. Prepare and deliver regular updates on project status, results, and strategic impact to management and stakeholders. Support change management by facilitating the adoption of new credit risk processes, technologies, and strategies. Required Qualifications, Capabilities and Skills Bachelor's degree in Business, Finance, Accounting, or related area Strong, clear, and concise written and verbal communication with ability to edit and prepare executive level communications Excellent organizational and project management skills; able to manage competing priorities under tight deadlines and a constantly changing environment High degree of initiative, self-direction, ability to work well under pressure, and learn quickly Intellectual curiosity and willingness to take on responsibilities that may fall outside your immediate area of expertise Ability to collaborate across multiple stakeholder groups and regions. Appreciate the value of working in partnership with others to influence change and accomplish individual and team goals Strong analytical capabilities and attention to detail; capable of synthesizing and summarizing complex data or findings to drive decision making Intermediate/Advanced experience using Microsoft Office, including PowerPoint, Excel and SharePoint Preferred Qualifications, Capabilities and Skills Working knowledge of Credit Risk concepts
    $66k-91k yearly est. Auto-Apply 39d ago
  • Fraud Analytics and Innovation Lead Analyst

    Bank of America 4.7company rating

    Bank of America job in Plano, TX

    Charlotte, North Carolina;Plano, Texas; Richmond, Virginia; Sun City West, Arizona; Boston, Massachusetts; Chandler, Arizona; Tampa, Florida; Chicago, Illinois; Jacksonville, Florida; Newark, Delaware; Phoenix, Arizona; Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************* **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Summary:** This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.). This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors. **Responsibilities:** + Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance + Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics + Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management + Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights + Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products + Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape + Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners + Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities + Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance + Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics + Identifies business trends based on economic and portfolio conditions and communicates findings to senior management + Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights **Required Qualifications:** + Minimum 3 years SAS/SQL Coding knowledge and/or experience + Ability to manage multiple projects in a complex and rapidly-changing environment + Ability to work independently as well as part of a team + Demonstrate strong analytical skills + Previous risk/fraud analysis, strategy development, or related experience + Strong written and oral communication skills + Intellectually curious and willing to dive into complete issues\problems and solve **Desired Qualifications:** + 5+ years of risk analysis, strategy development, or related experience + 5+ years of SAS or SQL Coding experience + Prior experience in Authentication, Fraud, Debit Card or other related risk fields + Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.) + Experience managing relationships and projects with external vendor partners **Skills:** + Analytical Thinking + Business Analytics + Data and Trend Analysis + Fraud Management + Problem Solving + Collaboration + Innovative Thinking + Monitoring, Surveillance, and Testing + Presentation Skills + Risk Management + Data Visualization + Interpret Relevant Laws, Rules, and Regulations + Issue Management + Oral Communications + Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $54k-89k yearly est. 60d+ ago
  • Senior Lead Software Engineer - Network Engineer

    Jpmorganchase 4.8company rating

    Plano, TX job

    Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products. As a Senior Lead Software Engineer at JPMorgan Chase within the Corporate Sector of the Infrastructure Platforms team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications. Job responsibilities Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors Develops secure and high-quality production code, and reviews and debugs code written by others Drives decisions that influence the product design, application functionality, and technical operations and processes Plan, design, deploy, and configure network solutions/fabrics for the Wide Area Network environment consisting of Cisco routers, switches, and other network devices. Provide technical expertise and problem-solving methodologies to the project to modernize the Enterprise WAN. Ensure network designs adhere to industry best practices and security standards. Manage lifecycle of network infrastructure, including deployment packages, as-built documentation, and performance optimization strategies. Troubleshoot and resolve complex network issues, considering upstream/downstream dependencies and advising on mitigation actions. Ensure compliance with shared responsibility models, including physical infrastructure, connectivity, and facility-level standards (SOC 2, ISO 27001) Support integration with compute, storage, and appliance services, including provisioning white space and configuring baseline device settings. Design and implement Transport (circuit) capacity upgrades and performance enhancements, involving hands-on configuration changes and testing Required qualifications, capabilities, and skills Formal training and certification on software engineering concepts and 5+ years applied experience. In addition, 2+ years of experience leading technologists to manage and solve complex technical items within your domain of expertise Hands on experience in Network Engineering and formal training or certification on technical and network design concepts (CCIE,CCNP etc.) Knowledge of one or more areas of SW Engineering/infrastructure engineering such as hardware, networking terminology, databases, storage engineering, deployment practices, integration, automation, scaling, resilience, or performance assessments Exceptional skills in Networking Technologies- Experience configuring and troubleshooting routing and switching protocols (BGP, Multi-protocol BGP, OSPF, VXLAN, MPLS, RSVP-TE, IS-IS), working knowledge of network protocols (TCP/UDP, DHCP, DNS, LB, FWL, Proxy) and experience with IPv4 and IPv6 Deep knowledge multiple infrastructure technologies and scripting languages (e.g., Python, JavaScript, yaml, Json, Bash, etc.) Knowledge of on-premises and remote Data Center technologies and operations Strong experience in several OS and Hypervisor platforms (Hyper-V, ESXi, KVM, VMWARE, Open Shift) Deep technical knowledge of Hardware Platforms Cisco ASR Class Routers and Arista Experience in infrastructure engineering automation, optimization and observability Experience in deploying and using telemetry tools to improve visibility in service offerings Solid understanding of public cloud technologies, for AWS / Azure on Kubernetes, Terraform Knowledge of network segmentation, firewall architectures, and compliance models Preferred qualifications, capabilities, and skills Experience in CI/CD and tools like Ansible, Terraform, Puppet for automating configuration management and deployment processes Working knowledge of 40/100/400G Ethernet and CWDM, DWDM and optical transport network technologies Understanding of different Optics and internals of a switch ASIC Working knowledge of physical infrastructure design including structured cabling and fiber-optic cabling Understanding of network hardware platforms and their specifications in the datacenter space Ability to tackle design and functionality problems independently with little to no oversight
    $98k-117k yearly est. Auto-Apply 60d+ ago
  • Transactions Specialist I

    Jpmorganchase 4.8company rating

    Coppell, TX job

    Join a team that powers our organization's print production and distribution. Make an impact by ensuring materials move smoothly and safely. Help us deliver excellence every day. As a Transactions Specialist I in Global Document Services, you will play a key role in moving, preparing, and dispatching materials that support our print and distribution operations. You will operate warehouse equipment, maintain inventory, and ensure shipments are secure and accurate. Your attention to detail and teamwork help us maintain a safe, organized, and efficient environment. This is an opportunity to grow your skills and contribute to a team that values reliability and collaboration. Job Responsibilities Operate pallet jacks, walk-behind, and sitting equipment to load and unload trucks. Move materials safely and efficiently throughout the warehouse. Use shrink wrap and banding devices to prepare pallets for shipment. Perform requisition pulls and manual pulls as needed. Stock the floor and staging areas. Organize and maintain inventory, including conducting audits. Remove recyclable materials to the compactors. Maintain a clean and safe work environment. Perform minor equipment maintenance as required. Verify mail rejects and utilize various systems to dispatch mail. Ensure compliance with safety regulations and procedures. Required Qualifications, Capabilities, and Skills Detail-oriented with excellent organizational skills. Good oral and written communication skills. Alpha/numeric data entry and typing skills with excellent accuracy. Team player with a positive attitude. Able to lift up to 70 lbs. Comfortable standing, bending, and carrying heavy materials for extended periods. Ability to work in a fast-paced environment. Willingness to cross-train within the team. Ability to follow safety protocols and procedures. Preferred Qualifications, Capabilities, and Skills Prior experience operating warehouse equipment. Experience with mail dispatch systems and handling mail rejects. Previous work in print production or distribution environments. Demonstrated ability to perform minor equipment maintenance. Experience with inventory audits and warehouse organization. Work Schedule Monday, Thursday, Friday & Saturday 12:00 pm - 10:30 pm Shift Differential 10%
    $48k-71k yearly est. Auto-Apply 14d ago
  • Payments Business Transformations- Analytics Solutions Manager- Vice President

    Jpmorganchase 4.8company rating

    Plano, TX job

    Use your strategic skills to provide analytical solutions to the team. As an Analytics Solutions Manager on the Payments I&M - Instrumentation and Metrics Analytics team within Payments Transformation, you will analyze and exhibit domain expertise in data modeling, report development, data integration/transformation, and Business Intelligence industry best practices. The Payments Instrumentation and Metrics team (with a focus on Merchant Services), works with top providers of payment, fraud management, and data security solutions, supporting transactions in over 130 currencies. The Payments I&M team, comprised of data scientists, design strategists, and business leaders, crafts data products that transform business operations. Be part of a team that impacts thousands of clients globally and promotes significant change within J.P. Morgan. Job responsibilities Solve difficult, non-routine analysis problems, applying advanced analytical methods as needed. Conduct analysis that includes data gathering and requirements specification, processing, analysis, ongoing deliverables, and presentations. Develop and implement data analyses, data collection systems and other strategies that optimize statistical efficiency and quality. Brainstorm innovative ways to use our unique data to answer business problems. Extract and understand data to form an opinion on how to best help our clients and derive relevant insights. Deliver tactical and strategic product and market insights through analytics, reporting and visualization techniques. Develop visualizations to make your complex analyses accessible to a broad audience. Use advanced analytics to optimize customer experiences, improve revenue generation, uncover data insights, and drive other business outcomes. Organize and manage multiple projects with diverse cross-functional stakeholders at once. Spearhead exploration efforts of new business intelligence tools to assess their potential for future use and modeling within the Merchant Services Analytics group (i.e. ThoughtSpot). Manage an extensive book of work for BAU and project work. Collaborate and build lasting intelligent solutions. Extract data from various database platforms. Required qualifications, capabilities and skills 7+ years of total experience within MIS, Business Intelligence, and/or Analytics roles; Extensive understanding of Merchant Services products, data, and business operations. Experience analyzing large data sets using programming languages such as Python, R, SQL and/or Spark Demonstrated knowledge of data warehousing concepts and exposure to one or more Business Intelligence toolsets and database platforms: , Tableau, Thoughtspot, Databricks, Oracle/SQL Server/Teradata, Cognos/BO, SAS/R Proven experience delivering timely, high quality, analysis from diverse, complex data sources. Ability to work autonomously while providing regular status updates and meeting objectives. Excellent communication, presentation, problem solving, and teamwork skills. Finance/Accounting environment experience
    $109k-134k yearly est. Auto-Apply 45d ago
  • Credit Officer II - Asset Based Finance

    Bank of America 4.7company rating

    Bank of America job in Dallas, TX

    Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for managing, monitoring, and documenting credit risk for a portfolio of clients. Key responsibilities include monitoring changes in credit profiles, compliance with credit agreements as well as structuring and underwriting new financing solutions across the Global Banking and Markets product spectrum. Job expectations may include assessing risk solutions which adhere to the bank's risk appetite and risk strategies and coaching and leading team members. **Responsibilities:** + Oversees and assesses the credit worthiness of borrowers based on due diligence findings, financial statement analysis, forecasting, analysis of company and industry risks, terms and conditions, and relationship profitability to provide high quality credit approval to Corporate Banking, Investment Banking, Global Markets, and Treasury + Exercises Delegated Approval Authority using sound judgment and expertise to make approval decisions for the business including new lending limits, structuring and negotiating deal terms, credit worthiness, annual reviews and renewals, risk ratings, and breach actions + Acts as a senior coverage team resource supporting ongoing credit matters and asset quality, maintaining adherence to the bank's risk appetite and risk strategies to mitigate losses while identifying opportunities to responsibly growing the loan portfolio + Leads new credit originations in coordination and collaboration with the coverage teams including Relationship Managers, Risk, Syndications, Treasury, and all other product partners + Negotiates and structures legal documentation related to loans and derivatives + Establishes appropriate internal risk ratings for clients and implements accurate adjustments throughout the client's credit life cycle + Trains, coaches, and mentors Credit Analysts and Associates **Required Qualifications:** + 7+ years' of experience in asset based and/or commercial lending + Experience in monitoring the credit health of asset based or commercial lending clients. + Strong knowledge and comprehension of loan and collateral documentation + Ability to accurately analyze borrower's financial picture and deliver a comprehensive risk analysis to manager and risk officers + Confidence and ability to develop an independent viewpoint and present a business case to support conclusions + Excellent relationship management skills, experience working in a team environment, ability to help influence constituencies with diverse views towards consensus + Coaching and mentoring skills + Strong Microsoft Office Skills **Desired Qualifications:** + Bachelor's Degree in Accounting and/or Finance + 10+ years' of experience in asset based and/or commercial lending **Skills:** + Analytical Thinking + Credit and Risk Assessment + Financial Analysis + Loan Structuring + Underwriting + Attention to Detail + Business Acumen + Financial Forecasting and Modeling + Research Analysis + Written Communications + Collaboration + Critical Thinking + Portfolio Analysis **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $97k-130k yearly est. 60d+ ago

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